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SVB Wealth’s Bain Capital Specialty BCSF Stock Holding History

SVB Wealth’s Portfolio BCSF Stock Details BCSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,000
Closed -$16.6K – 624
2025
Q1 		$16.6K Buy
+1,000
New +$17.6K ﹤0.01% 783
2020
Q1 		– Sell
-11,739
Closed -$228K – 600
2019
Q4 		$228K Sell
11,739
-16,824
-59% -$316K ﹤0.01% 550
2019
Q3 		$532K Buy
28,563
+7,042
+33% +$127K 0.01% 368
2019
Q2 		$393K Buy
+21,521
New +$409K 0.01% 411

Other funds holding BCSF

BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SVB Wealth's BCSF Position: Q2 2025 in Review

SVB Wealth sold out of Bain Capital Specialty (BCSF) in Q2 2025, closing a stake of 1,000 shares — an estimated $16.6K sold.

SVB Wealth first reported a position in BCSF in Q2 2019 and held it in 4 quarters. The position peaked at $532K in Q3 2019. 143 funds tracked by Wall St. Rank hold BCSF as of Q2 2025.

  • SVB Wealth reported no remaining Bain Capital Specialty position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 1,000 Bain Capital Specialty shares in Q2 2025, an estimated $16.6K.
  • SVB Wealth first reported a position in Bain Capital Specialty in Q2 2019 and held it in 4 quarters.
  • SVB Wealth's Bain Capital Specialty position peaked at $532K in Q3 2019.
  • 143 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.